Fidelity Investments Mutual Fund Family Data Pages

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Performance
01-31-17

Total ReturnCategory Average
Total Return 21.4 7.9 1.3 7.3 2.3
Category Average 20.3 6.8 -0.4 6.8 2.2
Assets for Each Yr* 1,349.0 1,438.1 1,439.1 1,492.1 1,513.8
*billions

Trailing Returns %
01-31-17

  YTD 3 Year 5 Year    
Fund Family 2.33 6.92 9.71

Key Stats
01-31-17

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
1,513,752 $2,500 4.9 95.1
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock 3.7 47.80 0.86 Below Avg
International Stock 3.6 10.11 1.19 Average
Municipal Bond 3.5 2.02 0.63 Below Avg
Taxable Bond 3.6 15.36 0.71 Below Avg
*Doesn't include money market assets.

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Portfolio Analysis

Morningstar Style Box
18 20 32
7 4 5
1 11 3
Asset Allocation %
Cash 5.9
Stocks 67.8
Bonds 24.9
Other 1.5
Annual Turnover % 41
% Assets in Top 10 8.5
 
Sector Breakdown (% of stocks) 
Sensitive 39.7
Communication Services 3.0
Energy 6.5
Industrials 9.9
Technology 20.3
Cyclical 37.4
Basic Materials 3.8
Consumer Cyclical 13.2
Financial Services 17.3
Real Estate 3.0
Defensive 22.9
Consumer Defensives 7.7
Healthcare 13.2
Utilities 2.0

Top 20 US Holdings | Get Price Quotes
YTD Return through 02-24-17

  Sector YTD Return % % Net Assets  
  Apple Inc* Technology 18.49 1.41
  Facebook Inc A* Technology 17.72 1.10
  Amazon.com Inc* Consumer Cyclical 12.72 1.02
  Alphabet Inc A* Technology 6.99 0.94
  Microsoft Corp* Technology 4.62 0.91
  Alphabet Inc C* Technology 7.36 0.79
  JPMorgan Chase & Co* Financial Services 5.24 0.60
  UnitedHealth Group Inc* Healthcare 1.89 0.59
  Wells Fargo & Co* Financial Services 5.59 0.56
  Visa Inc Class A* Financial Services 13.55 0.55
  Bank of America Corporation* Financial Services 9.64 0.52
  Berkshire Hathaway Inc A* Financial Services 4.47 0.42
  Citigroup Inc* Financial Services 0.49 0.41
  Johnson & Johnson* Healthcare 7.22 0.40
  Chevron Corp* Energy -5.52 0.40
  Amgen Inc* Healthcare 20.18 0.40
  NVIDIA Corp* Technology -4.82 0.39
  Salesforce.com Inc* Technology 19.46 0.38
  General Electric Co* Industrials -3.70 0.37
  The Home Depot Inc* Consumer Cyclical 8.85 0.36
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Best 5-Year Relative Performance | More
02-24-17

Highest Expenses | More
02-24-17

Longest Manager Tenure | More
02-24-17

Fund Name Manager Name Average Manager Tenure
Fidelity® Contrafund® William Danoff 26
Fidelity Advisor® Emerging Mkts Inc T John H. Carlson 22
Fidelity® New Markets Income John H. Carlson 22
Fidelity® Growth Company Steven S. Wymer 20
Fidelity® Real Estate Investment Port Steve J. Buller 19

Shortest Manager Tenure | More
02-24-17

Fund Name Manager Name Average Manager Tenure
Fidelity Advisor® Overseas T Vincent Montemaggiore 0
Fidelity® Select Chemicals Richard Malnight 0
Fidelity® Select Retailing Nicola Stafford 0
Fidelity® Select Wireless Matthew Drukker 0
Fidelity Advisor® Emerging Asia A John Dance 0
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